Mike Saunders, CFA, a Chartered Financial Analyst with over 30 years of experience in the investment industry, has quickly become a key member of the operations and investment teams of Ruggie Wealth Management in roles including investment analysis, trading, client billing, and compliance reporting. He also serves as a member of our investment management committee.
Prior to joining Ruggie Wealth, Mike served as a portfolio manager of equity, fixed income and derivative securities for an institutional investment manager in New York. In 1990, he started his own Registered Investment Adviser (RIA) firm in Delaware to serve small businesses and individuals. After 22 years of operations, Mike left to become an investment manager for a large Single Family Investment Office (SFIO) where he developed investment strategy, directed investment operations and headed up trading.
He has a B.S. in Business Administration from Penn State and an M.S. in Management Science from Lehigh University. In his spare time, he enjoys golf, swimming and biking. To welcome Mike, email him at firstname.lastname@example.org or call him at 352.343.2700.